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FINANCIAL SYMMETRY INC.
FINANCIAL SYMMETRY INCORPORATED
CRD 118443 · SEC 801-62698
5438 WADE PARK BLVD, SUITE 310, RALEIGH, NC, 27607, United States
Phone
919-851-8200
Fax
888-494-7878
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$948.9M
Team
35 total employees; 15 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 326 | $145.6M |
| High net worth individuals | 546 | $1.39B |
| Charitable organizations | 1 | $1.6M |
States served
CA, GA, IL, MD, MA, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.FINANCIALSYMMETRY.COM
- HTTPS://CLIENTCENTER.FINANCIALSYMMETRY.COM
- https://www.linkedin.com/company/financial-symmetry-inc-
- HTTPS://WWW.FACEBOOK.COM/FINANCIALSYMMETRY/
- HTTPS://TWITTER.COM/TEAMFSINC
- https://directory.libsyn.com/shows/view/id/87939
- https://www.instagram.com/teamfsinc/
- https://www.youtube.com/c/financialsymmetryincraleigh/
Official SEC filing: View on IAPD